I'm sorry, but China's target is 2025-2027... 9 months or 2 years? it doesn't mean much to Mainland semiconductor manufacturing equipment companies... all the basic process stuff is almost done...US is pushing Netherlands and Japan so hard now. I think china have 9 month to 2 years to localized everything now.
Nikon my guess"" The anonymous official revealed that, in one instance at the CIIE, a large foreign semiconductor industry player "timely" demonstrated its lithography machines as Netherlands-based ASML came into the spotlight amid escalating US tech restrictions on China. "It probably envies ASML, which has had all the fame, and perhaps believes it can have some of the market share, should ASML choose to cede." ""
Which is the large foreign semiconductor industry player?
That's good, but it's still better to keep them for a while so semiconductor don't get hit so hard at the same period of time.I'm sorry, but China's target is 2025-2027... 9 months or 2 years? it doesn't mean much to Mainland semiconductor manufacturing equipment companies... all the basic process stuff is almost done...
I think that's what ICRD is for in Shanghai if I am not mistaken. A research institute that demonstrates proof of concept using domestic tools allowing other entities to piggyback off that to put it into commercial production. I think the success of AMEC/NAURA/Piotech/etc shows you that there has been alot of progress made and will continue to do so. We don't have much public info to gauge SMEE's success, but from what previous posters have said they do have units out for testing at ICRD and validated into a production line. Keep in mind though, it is one thing to have a working proof of concept and another to be in full scale production. Even if your product meets all requirements if you cannot produce enough volume and deliver it in a timely manner customers will go with somebody else.Has/Can the Chinese state not establish pilot facilities to test and demonstrate their effectiveness at the cost to the state, given that there is so an urgency to replace foreign lithographic machines and a very realistic probability that even present ArF machines of any foreign country at any nodes will in the near term future be banned from being sold to China? The United States could successively persuade the Dutch and Japanese governments to ban ASML, Nikon, Canon, or any others that exist in the field from selling ANY DUV machines to China.
The Chinese state has so often declared the need for comprehensive technological self reliance. Chinese companies that use advanced technologies will very likely be much more willing to comply with such a proclamation if the development and demonstration of the effective of the domestically made technologies is done at no cost to them.
If you want me to use a particular type of knife and scissors instead of others that I currently use, if you demonstrate that the knife and scissors that you want me to make is as good as they ones that you do not want me to use, and will at least be just as costly, I will most likely buy them, especially if the ones that supply me with the knife and scissors that I like and want to buy either stop supplying me or keep saying that they will stop supplying me.
Let the Chinese government build a comprehensive pilot plant to demonstrate the effectiveness of SMEE's lithography machines and if they prove good enough, SMIC, Yangtze, and others will probably buy them...
US is pushing Netherlands and Japan so hard now. I think china have 9 month to 2 years to localized everything now.
Estevez and Tarun Chhabra, the White House national security official who drove the October 7 policy, will visit the Netherlands this month to push for an agreement, according to several people familiar with the plan. The nations were close to a tentative deal earlier this year that would have barred exports of tools capable of making 10 nanometre chips, according to people familiar with the talks. But The Hague was less willing after the US stressed the need to have a lower bar of 14nm — a less advanced chip — which partly matches the October 7 controls.
One person familiar with the issue said Washington felt more urgency to set the threshold at 14nm after Semiconductor Manufacturing International Corp, the top Chinese chipmaker, developed a 7nm chip. Imposing a 14nm threshold would make it harder for SMIC to develop more advanced chips, particularly at a cost-effective production yield.
I tend to view these Washington claims with skepticism. I think it's more likely that asml's own lobbying pushed the Dutch govt to resist the pressure.So an Indian American is the one who drove the October 7 policy and the impetus behind it was a report from a consulting firm about SMIC 7nm (as I predicted) by another Indian American (D Patel). C'mon, show some solidarity for your fellow Asians, guys.
Well this is where the pressure against tsmc and Samsung will really help Chinese suppliers. Now, you have two willing partner to work with you to escape American companies. That's more important for a software maker than anything else.On EDA, The one to watch in 2023, and 2025
"The company listed three development goals in its prospectus: help China “plug holes” in key EDA software categories by 2023, “fully substitute” foreign design tools with domestic versions and create a complete ecosystem of software tools needed for chip design by 2025, and become a global leader in EDA software by 2030.